Episode 219: Professional investor and business mentor, Mariko Gordon talks about money, investing, and business. Guest Biography Mariko Gordon built a $2.5B money management firm from scratch, flying her freak flag high. It had a weird name, a non-Wall Street culture, and a quirky communication style. In 1995, when Mariko founded Daruma, only a handful of women of color owned their firms. She had to noodle out how to run a business while daily duking it out with Mr. Market and raising a family. Today she mentors women who want to start a business, turn their side hustle into their living, better manage their finances, or work through a tricky patch in life or business. She is also a poet, hypnotist, life coach, hula dancer, and Treasurer on the Board of the Asian American Writers’ Workshop. In this episode, you'll learn: Investing insights from a professional portfolio manager How to invest like a girl and beat the pants off the guys Burnout and why Mariko closed her business Show notes: http://www.inspiredmoney.fm/219 Find more from our guest: www.marikogordon.com www.darumanyc.com Twitter LinkedIn Instagram Facebook Mentioned in this episode: Chuck Royce Eight Times Up - Essays on Investing Thanks for Listening and Watching! To share your thoughts: Leave a note in the comment section below. Share this show on Twitter or Facebook. Join us at the Inspired Money Makers groups at facebook and LinkedIn To help out the show: Leave an honest review on Apple Podcasts, Podchaser.com, or wherever you listen. Your ratings and reviews really help, and I read each one. Subscribe on Apple Podcasts and YouTube.
In this episode of the Inspired Money Live Stream Podcast, we take a fascinating journey through history's most significant economic downturns. Joined by guest experts Caleb Silver, Chris Wang, and Gary Brode, we discuss the complexities of financial crises and crucial lessons learned from the past. Episode Highlights: Exploring Economic History and Its Lessons "Financial Lessons from History: Insights from Economic Crises" served as a profound exploration of how past financial disasters have shaped the current economic strategies and investor behaviors. Our distinguished guests shared their insights, offering listeners a comprehensive view of the cyclical nature of markets and the importance of preparedness. 🕒 Episode Insights Historic Economic Crashes: Discussion on the 1929 stock market crash and its long-lasting effects. Government Responses to Crises: Analysis of measures like monetary easing and the CARES Act. Investor Behavior During Crises: Exploration of common mistakes and strategies to mitigate panic selling. Role of Financial Media: Insight into how media coverage can influence investor perceptions and decisions. Building Financial Resilience: Tips on creating emergency funds and adopting disciplined investment practices. Navigating Through Economic Uncertainties This episode provides invaluable perspectives for anyone interested in understanding the impacts of economic crises and how to navigate them. By studying historical events and their aftermath, our panelists guide listeners through recognizing the signs of economic downturns and strategically safeguarding their investments. Join the Conversation We encourage you to dive into this enlightening discussion on historical economic crises. Your insights, questions, or suggestions for future episodes are highly valued. Engage with us to uncover the patterns of financial crises and learn how to better prepare for future economic challenges. Meet Our Guest Panelists Caleb Silver is the Editor in Chief of Investopedia and host of The Investopedia Express podcast. He is an Emmy-nominated business journalist who previously worked as a Senior Producer for The Situation Room with Wolf Blitzer, the Executive Producer of CNN Money, and a Senior Producer at Bloomberg Television. He is a frequent guest on CNBC, MSNBC, CNN, and ABC News Radio. https://investopedia.com https://investopedia.com/the-investopedia-express-podcast-5215636 Chris Wang, Managing Partner and Director of Research at Runnymede Capital Management, previously held roles as a research analyst and Assistant Portfolio Manager at TIAA-CREF. With over two decades of experience, Chris is known for Runnymede's unwavering integrity and distinguished track record in safeguarding clients' assets during turbulent financial times. https://runnymede.com Gary Brode, Managing Partner at Deep Knowledge Investing, delivers independent stock ideas and market research to sophisticated investors. His career spans M&A and portfolio manager roles at Morgan Stanley, Seneca Capital, Brahman Capital, John Levin & Co., and founding ventures like Akita Capital Management and Silver Arrow. https://deepknowledgeinvesting.com
In this episode of the Inspired Money Live Stream Podcast, we navigate through the intricate relationship between financial habits and happiness. Joined by guests Grant Sabatier, Andy Hill, Amanda Clayman, and Kate Horrell, we explore the profound impact mindful spending can have on our lives. Episode Highlights: Embracing Financial Well-being Spending mindfully isn’t just about managing money—it’s about enriching your life. "The Art of Mindful Spending: Finding Joy in Financial Decisions" examines how thoughtful financial habits can elevate our sense of well-being and joy. 🕒 Episode Insights Exploring Mindful Spending: We talk about how mindful spending practices can transform ordinary financial activities into sources of joy and satisfaction. Psychological Impact of Financial Stress: Amanda discusses how financial stress affects our mental health and ways to alleviate it through mindful spending. Panel Introduction: We introduce our experts who share insights into their journey and strategies for financial wellness. Values-Based Spending: Insights into how aligning spending with personal values promotes financial and emotional well-being. Mindfulness in Financial Planning: Techniques for incorporating mindfulness to enhance everyday financial decisions. Military Financial Challenges: Kate highlights unique financial hurdles faced by military families and how mindful spending can help navigate these. Ethical and Sustainable Spending: We discuss how making ethical choices can influence personal satisfaction and contribute to global well-being. Navigating the Path to Joyful Financial Decisions This episode serves as a guide for anyone looking to enhance their financial habits and find joy in their spending decisions. From aligning expenditures with personal values to adopting sustainable spending habits, our panelists offer a wealth of knowledge on creating a fulfilling financial life. Join the Conversation We invite you to join this discussion on mindful spending. Your insights, questions, or suggestions for future topics are always welcome. Engage with us and discover how to transform your financial habits into a source of happiness and satisfaction. Meet Our Guest Panelists Grant Sabatier is a leading voice in the FIRE movement, renowned for achieving financial independence in five years as detailed in his bestseller "Financial Freedom: A Proven Path to All the Money You Will Ever Need." He founded the influential blog Millennial Money and has engaged in multiple ventures, including podcasts like "Financial Freedom" and "Millennial Money Minutes." https://grantsabatier.com https://millennialmoney.com Andy Hill, AFC®️ is the award-winning family finance coach behind Marriage Kids and Money - a platform dedicated to helping families build wealth and happiness. With millions of podcast downloads and video views, Andy’s message of family financial empowerment has resonated with listeners, readers and viewers across the world. https://marriagekidsandmoney.com Amanda Clayman, a pioneering financial therapist, developed her expertise after personal financial turmoil led her to a new career path, creating a Financial Wellness Program that combines cognitive-behavioral therapy with financial counseling. https://amandaclayman.com Kate Horrell is an Accredited Financial Counselor®, Chartered Financial Consultant®, and the founder of Kings High Media. With a focus on the military community, she leverages her extensive experience to assist military families in maximizing their pay and benefits through her platform. https://katehorrell.com
In this episode of the Inspired Money Podcast, we discuss the fundamental aspects of building and preserving financial resilience. Host Andy Wang collaborates with experts Lynnette Khalfani-Cox, Tanja Hester, and Denise Li to offer vital strategies that ensure your financial stability through unforeseen challenges. Episode Highlights: Essential Strategies for Financial Stability Our episode, "Securing a Prosperous Future," sheds light on crucial tactics for crafting a strong financial safety net. Our guest panelists explore topics including assessing your financial position, adept cash flow management, and smart debt reduction. They further highlight the importance of insurance and legal measures in thorough financial planning. 🕒 Episode Insights Net Worth and Cash Flow Mastery: Lynnette Khalfani-Cox discusses evaluating your financial health. Debt Strategy: Tanja Hester provides insights on reducing liabilities and enhancing financial portfolios. Protective Measures for Financial Emergencies: Denise Li discusses the significance of having robust insurance and legal frameworks. Creating Durable Financial Plans: Learn to build strategies that resist economic downturns and leverage growth opportunities. Navigating Through Economic Fluctuations This discussion offers guidance for anyone seeking to boost their financial security. Our panelists offer expert advice on formulating financial strategies that not only survive crises but also thrive in promoting future growth and wealth. Engage with Our Financial Experts Explore this detailed discussion on financial resilience and contribute your viewpoints. We invite you to share your thoughts, pose questions, or suggest themes for future discussions. Participate with us and discover how to establish a solid financial base that withstands economic tests. Meet Our Guest Panelists Lynnette Khalfani-Cox, The Money Coach®, is a renowned personal finance expert and bestselling author of 15 books, including Zero Debt and Bounce Back. With over 1,000 TV appearances and commercials, she co-owns TheMoneyCoach.net LLC, providing financial education services and strategic counsel to organizations worldwide, specializing in topics from credit and debt management to entrepreneurship and wealth building. https://lynnettekhalfanicox.com https://themoneycoach.net Tanja Hester is an influential author and activist known for her impactful retirement advocacy and progressive financial education. Through award-winning books like "Work Optional" and "Wallet Activism," she inspires others to embrace financial independence while advocating for inclusivity and diversity in personal finance. https://tanjahester.com Denise Li, a personal financial coach, educator, and author, draws inspiration from her upbringing and experiences to empower others to achieve financial freedom. Through her book, "The Ocean Accepts All Rivers: Life and Money Lessons from My Taiwanese American Upbringing," and ongoing blog and live events, she continues her mission of transforming and inspiring individuals to take control of their financial futures. https://deniseyli.com
In this episode of the Inspired Money Live Stream Podcast, we explore essential strategies for securing a financially stable retirement. Joined by experts Wade Pfau, Colleen Jaconetti, David Blanchett, and Emily Guy Birken, we navigate a multifaceted approach to retirement income planning. This discussion spans from investment strategies to managing healthcare costs and the role of real estate in retirement portfolios. Navigating Retirement Planning Retirement is a significant phase of life that requires careful planning and strategy. This episode, "Effective Retirement Income Strategies: Securing Your Financial Future," covers comprehensive strategies needed to ensure financial security. Our distinguished guests provide insights and expertise, offering a robust framework for retirement planning. 🕒 Episode Insights Market Volatility and Investment Choices: Wade discusses the importance of diversifying and balancing risk in retirement portfolios. Healthcare Strategy and Medicare: Colleen Jaconetti highlights the complexities of healthcare planning and the impact of Medicare decisions on retirees’ finances. The Role of Real Estate: David Blanchett examines how real estate can complement other retirement income sources, providing both stability and growth potential. Tax Planning and Income Streams: Emily Guy Birken addresses the critical role of tax-efficient withdrawal strategies and the benefits of Roth IRAs. Navigating the Path to a Secure Retirement This episode serves as a resource for anyone looking to enhance their retirement readiness. From investment diversification to healthcare and real estate planning, our panelists offer detailed guidance on creating a retirement strategy that aligns with personal financial goals. Join the Conversation We encourage you to explore this detailed discussion on retirement income strategies. Your insights, questions, or suggestions for future topics are warmly welcomed. Engage with us and learn how to secure your financial future through thoughtful and informed retirement planning. Meet Our Esteemed Guest Panelists Wade D. Pfau, PhD, CFA, RICP®, is a professor at The American College of Financial Services and author of the "Retirement Planning Guidebook." He is also a partner at McLean Asset Management and Retirement Researcher, where he applies his extensive research in retirement income planning. https://risaprofile.com https://retirementresearcher.com Colleen Jaconetti, CPA, CFP®, from Vanguard, uses her extensive expertise to align short and long-term financial goals for retirees, focusing on practical financial planning strategies. http://vanguard.com David Blanchett, PhD, CFA, CFP®, is a Managing Director and Head of Retirement Research for PGIM DC Solutions. He is recognized as a leading authority in retirement planning and wealth management, bringing innovative solutions to enhance retirement outcomes. https://www.pgim.com Emily Guy Birken is a Plutus Award-winning finance writer who specializes in making complex financial topics accessible. She is the author of several books on personal finance, focusing on preparing financially for retirement. https://emilyguybirken.com
In thisepisode of the Inspired Money Live Stream Podcast, we explore the complex yet rewarding journey towards a successful retirement. Joined by guests Connie Inukai, Dr. Ross Andel, and Jamie Hopkins, we navigate through the psychological shifts, strategic financial planning, and the essence of a fulfilling post-work life. Transitioning to a New Chapter Retirement is not just an end but a new beginning. This episode, "Unlocking the Secrets of Successful Retirement," brings to light the multifaceted aspects of stepping into this new chapter. Our distinguished guests share their expertise and personal experiences, offering a holistic view of retirement beyond financial readiness. 🕒 Episode Insights Psychological and Financial Preparation: Jamie discusses the importance of emotional readiness and financial strategies for a smooth transition. Life Beyond Work: Connie shares her inspiring journey from academia to entrepreneurship, highlighting the potential for personal growth and fulfillment in retirement. Cognitive Health and Retirement: Dr. Ross Andel provides insights into cognitive aging and how retirement impacts mental well-being. Finding Balance and Structure: The conversation explores how retirees can recreate a sense of purpose and structure in their lives. Strategic Tax Planning: Jamie outlines essential tax planning strategies to manage wealth efficiently in retirement. The Role of Community and Connection: We discuss the significance of social ties and community engagement for a happier, more satisfying retirement. Navigating the Path to a Rewarding Retirement This episode is valuable resource for anyone nearing or contemplating retirement. From understanding the psychological adjustments to implementing effective financial strategies, our panelists guide listeners through the critical aspects of preparing for retirement. Join the Conversation We invite you to immerse yourself in this enlightening discussion on successful retirement planning. Your thoughts, questions, or suggestions for future topics are greatly appreciated. Engage with us and explore how to unlock the secrets to a successful and fulfilling retirement. Meet Our Esteemed Guest Panelists Connie Inukai, the "Grandmapreneur®," transitioned from a fulfilling academic career to becoming an award-winning inventor and author, exemplifying the diverse opportunities retirement can offer. https://connieinukaiauthor.com https://grandmapreneur.com Dr. Ross Andel, a leading expert in cognitive aging, sheds light on the importance of mental health and cognitive engagement during retirement. https://asu.edu/ Jamie Patrick Hopkins, a renowned authority in retirement planning, shares actionable advice for financial preparation and estate planning, ensuring a secure and stress-free retirement. https://hopkinsretirement.com/
A Comprehensive Exploration with Leading Experts Join us on a journey into "A Taste of Success: Andy's First Fine Wine Investment." This episode uncovers the multifaceted world of fine wine investment, blending historical richness with modern innovation, guided by the expertise of our distinguished panelists. Exploring Fine Wine Investment Andy, joined by a panel of experts including David Harmon from NFT Wine Club, Certified Sommelier Casleah Herwaldt, and Jonny Orton, a Master of Wine from the UK, explore the complexities and rewards of investing in fine wines. They provide insights into the evolving market, sharing their experiences and advice. 🕒 Episode Insights Understanding Wine Investment: Initiating the conversation, we delve into the essence of wine investing, examining its potential for appreciation and the factors influencing market dynamics. Panelist Introductions: We introduce our guest experts, each bringing a wealth of knowledge from different corners of the wine world. Life Cycle of Wine Investment: An in-depth look at the journey from vineyard to cellar to market, and how each stage impacts investment value. Global Market Trends: Discussion shifts to how global events, economic conditions, and interest rates affect wine prices and investment strategies. Legal and Ethical Considerations: Insights into the regulatory landscape surrounding wine investment, highlighting the importance of authenticity and legal compliance. Technological Innovations: Exploring cutting-edge advancements in wine preservation, authentication, and the intriguing world of NFTs in vineyard ownership. Community and Collaboration: The significance of building a supportive wine investment community and the impact of collective wisdom on investment success. Navigating the Vineyard of Investment As we traverse the vineyard of investment, it becomes clear that fine wine investment is not just about acquiring rare bottles; it's about understanding history, culture, and the evolving technological landscape. Our panelists elucidate the critical importance of research, provenance, and storage in safeguarding and enhancing the value of a wine portfolio. We welcome your thoughts, questions, or suggestions for future topics. Engage with us as we explore how the timeless tradition of winemaking intersects with modern investment strategies, creating opportunities for both novice and seasoned investors alike. Meet Our Esteemed Guest Panelists David Harmon brings his innovative approach to winemaking and wine selling, pioneering the integration of NFTs with traditional vineyard practices. https://NFTWineClub.Com https://Ownanapavineyard.com https://Carnerosdellanotte.com https://Pinotnv.com https://winecountrydates.com Casleah Herwaldt offers her sommelier expertise, shedding light on underrated wine regions and the importance of authenticity. https://bythestem.co Jonny Orton provides a bridge between finance and oenology, offering insights into the mechanics of fine wine investment from a global perspective.
A Groundbreaking Discussion on Women's Financial Empowerment Welcome to Episode 25 of the Inspired Money Podcast, "Empowering Financial Independence for Women: Closing the Gender Wealth Gap." This episode shines a light on the complex issues surrounding the gender wealth disparity, offering practical steps to enhance financial independence for women across different life phases. Elevating Women's Financial Status In this episode, we explore the multifaceted gender wealth gap, providing women with practical empowerment strategies. With insights from esteemed guests Dr. Judith Wright, Mariko Gordon, and Stefanie O'Connell Rodriguez, we explore personal growth, finance, and empowerment, offering actionable advice from the real world. 🕒 Episode Insights Introduction to Financial Empowerment for Women: An overview of the episode’s central theme, highlighting the critical nature of financial independence for women. Observing National Equal Pay Day: Analyzing the importance of this day and discussing statistics related to the gender pay disparity. Guest Panelist Introductions: Presenting our respected panelists, each contributing unique insights and solutions. Empowerment Strategies by Dr. Judith Wright: Unveiling internal and external strategies for enhancing women's financial status. Building Confidence and Negotiation Skills: Tips on fostering self-worth and effective negotiation tactics. Addressing Myths with Stefanie O'Connell Rodriguez: Debunking widespread fallacies about gender and financial assurance. Cultural Myths Explored by Mariko Gordon: Examining cultural narratives affecting women's financial choices. Sharing Personal Journeys: Panelists recount their experiences with societal norms and career decisions, enriching the dialogue. Guidance on Financial Planning: Advice for planning finances early in one’s career and during motherhood. Acknowledging Unpaid Work: Highlighting the importance of recognizing unpaid domestic efforts in financial planning. Join Our Enlightening Journey Dive into the compelling narrative of Episode 25 and contribute to the discourse on women's financial independence. Your participation, through feedback, questions, or topic suggestions, is crucial as we illuminate key aspects of women's financial health. Let's explore the intricacies and prospects within the gender wealth disparity, striving for a future where every woman can access financial independence. Engage in this critical conversation and empower yourself and others with the insights shared in this episode. Meet Our Esteemed Guest Panelists Dr. Judith Wright, a celebrated educator and founder of SOFIA, offers revolutionary insights into women’s leadership and empowerment. https://livewright.com Mariko Gordon, a finance maverick and founder of Uzume, LLC, shares her journey and advocates for women's empowerment and financial planning. https://marikogordon.com Stefanie O'Connell Rodriguez, a renowned personal finance expert, brings her expertise and co-founder experience of Statement Event to the table, focusing on gender equity and financial empowerment. https://tooambitious.com
Exploring Philanthropy's Impact and Joy Join us for Episode 24 of the Inspired Money Podcast, "The Power of Giving: Making an Impact through Philanthropy." This session sheds light on the transformative effects of giving, highlighting stories from philanthropy experts and their experiences in the field. Fostering Generosity Philanthropy goes beyond donations. It's about connecting communities and individuals through acts of kindness. This episode features a distinguished panel: Vicky Bond, Wendy H. Steele, Tony J. Selimi, and Pietro Emanuele Garbelli. They share their experiences and insights into the extensive impact and personal satisfaction derived from philanthropic efforts. 🕒 Episode Insights Foundations of Philanthropy: Exploring the definition and societal effects of philanthropy. Everyone Can Contribute: Discussing the concept that everyone has the capacity to effect positive change. Introduction to Panelists: Meeting our experts and uncovering their unique approaches to giving. Benefits of Giving: Examining the psychological rewards of giving. Strategies for Impact: Personal stories of how effective giving transforms lives. Focus on Education: The significance of philanthropy in education and global health. Accountability in Giving: The necessity of transparency and governance in philanthropic activities. Connecting Compassion with Action This episode emphasizes philanthropy's crucial role in tackling global challenges and enhancing the sense of community worldwide. Our experts discuss the importance of clear, strategic actions and the inherent potential within each individual to drive change through generosity. Engage with Us Tune in to the full episode and join our discussion on the power and impact of philanthropy. We welcome your insights, inquiries, or ideas for upcoming episodes. Let's explore the wide-ranging effects of giving back and shaping a more inclusive world. 🌟 Meet Our Philanthropy Leaders Vicky Bond: talks about her commitment to animal welfare and The Humane League's global efforts. ttps://thehumaneleague.org Wendy H. Steele: illuminates the Impact100 model and its transformative community projects. https://wendyhsteele.com Tony J. Selimi: discusses personal and global benefits gained from thoughtful philanthropy. https://tonyselimi.com Pietro Emanuele Garbelli: speaks on the synergy between healthcare, philanthropy, and international cooperation. https://drgarbelli.com
A Guided Journey Through Life's Financial Landmarks Embark on an enlightening voyage with Episode 23 of the Inspired Money Podcast, titled "Navigating Financial Transitions: Life's Major Milestones." This pivotal episode delves into the financial intricacies of significant life events, providing a roadmap for managing these transitions with grace and strategic foresight. We've convened a panel of financial sages: Mary Beth Storjohann, Stephanie McCullough, Joe Saul-Sehy, and Josh Bannerman, who impart their wisdom on navigating the financial aspects of life's key milestones. 🌍 Mastering Life's Financial Phases The journey of life is marked by a series of critical milestones, each presenting unique financial challenges and opportunities. From the excitement of relocating for a new job to the complexities of planning for education, the uncertainties of health emergencies, and the contemplation of retirement, every stage demands careful financial planning and insightful action. Our distinguished panelists explore these transitions, offering expert advice to steer you through them with confidence and preparedness. 🕒 Episode Insights Relocating for a Job: Navigating the financial considerations of a career move, including cost of living adjustments, state taxes, and the intricacies of job offer negotiations. Discover strategies for a smooth financial transition to a new locale. Educational Costs: Unpacking the essentials of planning for education, from engaging savings plans to understanding the landscape of scholarships, grants, and financial aid. Learn how to make education funding a family affair, involving all generations in the process. Health Emergencies: Preparing financially for health emergencies, highlighting the importance of emergency funds, health savings accounts (HSAs), and long-term care insurance. Gain insights into managing healthcare costs effectively. Retirement Planning: Rethinking retirement with a focus on financial security and emotional well-being. Explore the non-financial aspects of retirement planning, ensuring a fulfilling and well-prepared for transition. Estate Management: Integrating estate planning into your financial strategy, with advice on choosing an executor or trustee. Tackle end-of-life issues with confidence, ensuring your legacy is preserved according to your wishes. 📈 Charting a Path Through Financial Milestones This episode equips you with the knowledge to face life's financial milestones head-on, transforming potential anxieties into opportunities for growth and empowerment. Our panelists draw upon their rich experiences to provide you with actionable strategies that align with your personal and financial goals. Engage with Us We invite you to immerse yourself in the episode and join the dialogue on navigating life's financial transitions. Your perspectives, questions, and topic suggestions are highly valued. Together, let's explore the power of financial planning in turning life's milestones into stepping stones for success. 🌟 Distinguished Panelists Mary Beth Storjohann, CFP®: Brings a wealth of experience in aligning money with values, making financial advice accessible to all. https://abacuswealth.com Stephanie McCullough: Empowers women with financial literacy, advocating for informed financial decisions free from stress. https://sofiafinancial.com Joe Saul-Sehy: Offers insights into financial confidence and wealth building, with a knack for making finance approachable and fun. https://joesaulsehy.com Josh Bannerman, CFP®: Shares nearly 25 years of financial planning expertise, balancing professional insight with personal enrichment. https://bannermanwealth.com
This episode unveils the intricate dance between regulatory frameworks, consumer influence, green tax benefits, and the tangible impacts of sustainable investment practices through the lens of real-world case studies. 🌍 Bridging Finance and Sustainability At the nexus of finance and sustainability lies the dynamic field of sustainable and ethical investing. Aimed at harmonizing investment portfolios with Environmental, Social, and Governance (ESG) principles, this episode gathers a panel of luminaries: Carole Laible of Domini Impact Investments, Morgan Simon of Candide Group, Rev. Kirsten Snow Spalding of the Ceres Investor Network, and Michael H. Posner from NYU’s Stern School of Business. Together, they dissect the evolving ESG investing landscape and its ramifications for both investors and society at large. 🕒 Episode Insights Regulatory Influence: Initiating with a dialogue on the pivotal role of regulatory bodies in sculpting the ESG investing framework, emphasizing the necessity for uniform ESG metrics and transparency. Consumer Power: The panel underscores the significant sway of consumer preferences on corporate sustainability efforts, highlighting the consumer dollar's potency in instigating change. Incentivizing Green Practices: Discussion transitions to the instrumental role of green tax incentives in nurturing sustainable business operations, showcasing examples of innovation and green technology investments. Lessons from the Field: Insights from case studies are shared, illustrating both the hurdles and triumphs encountered in the practical application of sustainable investment strategies. Looking Ahead: The episode wraps with a visionary discussion on the future of sustainable investing, spotlighting the growing relevance of ESG factors in investment decisions and the potential for regulatory advancements. 📈 Sustainable Investing's Horizon As we peer into the future, it's evident that sustainable and ethical investing transcends trend status, marking a pivotal shift in investment philosophy. The wisdom imparted by our panelists accentuates the criticality of weaving ESG considerations into investment strategies, not solely for financial gain but for the holistic health of our planet and its inhabitants. Engage with Us We warmly invite you to immerse yourself in the full episode and partake in the dialogue surrounding sustainable and ethical investing. Your insights, inquiries, or suggestions for forthcoming topics are highly valued. Together, let's delve into how finance can serve as a catalyst for positive transformation, fostering a more sustainable and ethical global community. 🌟 Distinguished Panelists Carole Laible offers over two decades of impact investing experience, leading initiatives that advocate for diversity in finance and fossil fuel divestment. https://domini.com/inspiredmoney Morgan Simon shares her profound knowledge on impact investing, highlighted by her acclaimed book, "Real Impact: The New Economics of Social Change." https://candidegroup.com The Rev. Kirsten Snow Spalding brings her rich background in government, labor activism, law, and academia to the forefront of sustainability initiatives within the investment sphere.https://ceres.org Michael H. Posner provides invaluable insights into corporate accountability and social justice, enriching the ethical dimensions of business and finance. https://stern.nyu.edu
Unlock the Secrets of The Art of Negotiation Discover the transformative power of negotiation in Episode 21 of the Inspired Money Podcast, "Master the Art of Negotiation for Financial Triumph." Host Andy Wang invites you into a world where negotiation is not just a skill but a gateway to achieving your financial dreams. Join our journey with industry mavens Brian Will, Rich Carey, and Everold Reid as they share their insights. Empowering Your Financial Journey Through Negotiation Key Insights From Our Negotiation Gurus: Brian Will: Dive into Brian's entrepreneurial saga of founding multiple successful ventures. Uncover how negotiation served as the cornerstone of his business achievements. Rich Carey: From military life to real estate magnate, Rich reveals the strategic nuances of real estate negotiation, emphasizing the critical role of market savvy and preparation. Everold Reid: With a storied career in auto sales, Everold unravels the art of sales negotiation, highlighting the essence of problem-solving and relationship building. Navigating Negotiation's Diverse Landscape Explore the intricate dynamics of negotiation, from leveraging power shifts to understanding cultural intricacies. Gain comprehensive insights into how negotiation influences both financial success and meaningful relationship development. Innovation in Negotiation: Embracing Technological Evolution Discover how cutting-edge technology, including data analytics and AI, revolutionizes negotiation strategies, offering unprecedented advantages in today’s digital era. The Bedrock of Success: Cultivating Trust and Empathy At negotiation's core lies the unanimous belief in the importance of forging deep, trusting relationships. Learn how transcending transactional exchanges can create a foundation for future prosperity. A Challenge to Transform: Sharpen Your Negotiation Skills Inspired Money challenges you to refine your negotiation prowess in everyday scenarios, from securing discounts to negotiating service rates, showcasing the potential for continuous skill enhancement. Mastering Negotiation: A Pathway to Financial and Relational Riches This episode stands as a comprehensive manual for anyone eager to fortify their negotiation capabilities. Immerse yourself in expert advice and strategies that celebrate negotiation's role in fostering financial success and lasting connections. Featuring Insightful Panelists: Brian Will: https://brianwillmedia.com Rich Carey: https://youtube.com/richonmoney Everold Reid: https://thereidmethod.com
Beyond Traditional Investing: Exploring Alternative Asset Classes Join host Andy Wang in the latest episode of the Inspired Money Livestream Podcast as he leads a riveting exploration into the world of alternative investments with experts Gary Brode, Ric Edelman, and David Stein. Innovative Perspectives on Alternative Assets Diverse Investment Strategies with Gary Brode Deep Knowledge Investing's Gary Brode offers a rich dive into hedge funds and alternative investments. His insights stress the critical need for understanding unique fund characteristics and adapting to evolving market trends. Future-Proof Investing with Ric Edelman Financial visionary Ric Edelman discusses blockchain's transformative role in investment strategies. He emphasizes preparing portfolios for the fast-evolving financial landscape of the 21st century. Practical Approaches with David Stein David Stein, a seasoned investment strategist, sheds light on practical strategies for alternative asset classes. His expertise highlights the significance of in-depth research and understanding of risk-return dynamics. Embracing Change in Modern Investing The panel navigates the shifting paradigms of investment, underscoring the integration of assets like cryptocurrencies and private equity into contemporary portfolios. The discussion focuses on evolving investment approaches to embrace these new asset classes. Engagement and Insights for Investors Whether a finance novice or a veteran investor, this episode is a treasure trove of insights and strategies for navigating the vibrant landscape of alternative investments. Guest Panelists: Gary Brode 📈: Offering sophisticated investment insights at Deep Knowledge Investing. Ric Edelman 🌐: A pioneer in financial planning, exploring the future of investments at The Truth About Your Future. David Stein 💡: Imparting practical investment advice at Money for the Rest of Us.
Introduction to Wealth and Prosperity Mindset In "Wealth and Prosperity: Cultivating an Abundance Mindset," host Andy Wang leads a compelling discussion on the Inspired Money Livestream Podcast. This episode features a panel of experts who share insights on harnessing a prosperity mindset for wealth creation. Expert Insights on Prosperity and Wealth Bob Baker's Positive Thinking for Prosperity Bob Baker, renowned for his affirmations, underscores the practicality of a prosperity mindset for attracting wealth. He demonstrates how adopting this mindset reveals opportunities and potential for wealth in everyday life. Cliff Ravenscraft's Journey to Prosperity Cliff Ravenscraft, a transformative business coach, discusses his shift from scarcity to abundance thinking. His story illustrates how changing mindsets can lead to significant growth in wealth and personal development. Tony Salimi on the Science of Prosperity Tony Salimi delves into the neurological and psychological facets of abundance thinking and its impact on wealth accumulation. He explains how aligning thoughts, emotions, and actions is crucial for financial success. James Orini's Entrepreneurial Wealth Strategies James Orini provides an entrepreneurial viewpoint, emphasizing the importance of fearlessness and effective execution in building wealth. He shares insights on how vision and learning from experiences contribute to prosperity. Strategies for Cultivating Wealth and Prosperity The discussion emphasizes that a prosperity mindset goes beyond financial gain. It involves overall well-being, embracing opportunities, and making decisions aligned with wealth and prosperity goals. The panelists offer strategies for a prosperous life, valuable for anyone aiming to enhance their financial situation. Engagement and Learning on Wealth and Prosperity Whether you're starting in entrepreneurship or an experienced investor, this episode offers a wealth of knowledge and practical strategies for prosperity. Guest Panelists: Bob Baker 🎸 - His affirmations and meditations on YouTube inspire millions to embrace a mindset conducive to wealth. https://BobBakerInspiration.com https://PromoteYourCreativity.com Cliff Ravenscraft 🎙️ - He guides thousands to overcome limitations and achieve prosperity through his coaching and podcast. https://cliffravenscraft.com James Orsini 💼 - A leader at VaynerX, he drives financial growth and strategic planning in global markets. https://www.linkedin.com/in/james-orsini-4b1aaa7 https://twitter.com/JimmyThePencil https://www.instagram.com/jamesorsini https://vaynerx.com Tony J. Selimi 🌟 - A TEDx speaker and coach, he aids individuals in realizing their potential for wealth and success. https://tonyselimi.com
In the episode "Retirement Planning Strategies: Designing a Future of Financial Independence" of the Inspired Money Livestream Podcast, Andy Wang masterfully orchestrates a panel of financial savants to dissect the multifaceted journey of retirement. This episode, featuring Roger Whitney, Fritz Gilbert, Anne Lester, and Colleen Jaconetti, delves into an odyssey of fiscal foresight and personal aspiration, guiding listeners through the labyrinth of securing a fulfilling and financially independent retirement. Mastering Your Retirement Plan Beyond the financial dimensions, this episode also underscores the importance of social engagement, mental well-being, and finding purpose in retirement. The panelists collectively stress the significance of building and nurturing social connections, engaging in community activities, and maintaining a healthy lifestyle to enhance the quality of retirement life. Listeners are invited to absorb the wealth of knowledge shared in this episode. Engage in the conversation about retirement planning and share your own journey towards financial independence in the comments. Join the community on social media for ongoing discussions that blend the art of living with the science of financial planning. Whether you're meticulously mapping out your retirement or just starting to ponder your financial future, "Retirement Planning Strategies: Designing a Future of Financial Independence" is a treasure trove of insights. This episode is a testament to the intricate tapestry of retirement planning, intertwining financial acumen with a holistic approach to living a fulfilling post-work life. Guest Profiles: Roger Whitney: Roger Whitney, the "Retirement Answer Man," brings a wealth of 27 years in finance, offering a paradigm shift in retirement planning. His insights transcend traditional models, advocating for a balanced blend of vision, feasibility, and resilience. Whitney's approach to retirement is not just about numbers; it's about adapting life plans to financial realities, ensuring a transition that's both smooth and enriching. https://www.rogerwhitney.com Fritz Gilbert: Fritz Gilbert, the voice behind The Retirement Manifesto, shares his personal narrative of transitioning from active wealth accumulation to thoughtful wealth management. His story, marked by a strategic shift in financial tactics, serves as a beacon for those navigating the uncertain waters of retirement. Gilbert emphasizes the importance of a diversified income stream, underscoring the need for flexibility and adaptability in retirement planning. https://www.theretirementmanifesto.com Anne Lester: Anne Lester, with her extensive background in guiding younger generations, highlights the criticality of starting early and planning strategically for retirement. Her insights offer a valuable framework for Millennials and Gen Z, illuminating the path towards a future that balances both dreams and practical needs. Lester's unique perspective on envisioning the future self as a friend rather than a stranger is a profound takeaway for listeners. https://annelester.com Colleen Jaconetti: Colleen Jaconetti from Vanguard brings her expertise in aligning short-term and long-term financial goals. She delves into the complexities of financial planning, discussing the nuanced balance between immediate needs and future aspirations. Jaconetti's analysis of withdrawal strategies and the art of balancing risk and income generation in retirement provides listeners with practical tools for financial planning. http://vanguard.com
In "The Investor's Journey," Andy Wang introduces us to the opulent and intricate world of luxury watch collecting. This episode, featuring insights from Dan Spitz and Gary Getz, offers a rare glimpse into high-end horology, investment strategies, and the storytelling in the craftsmanship of timepieces. Dan Spitz, an independent watchmaker with a background as a thrash metal musician, brings a unique perspective. He draws parallels between the community in indie watchmaking and the camaraderie found in music, emphasizing the emotional connections in luxury watches. Spitz's approach goes beyond financial gain, advocating for investing in pieces that resonate personally, highlighting the value of unique stories and artistry. Gary Getz, a seasoned watch collector, shares extensive knowledge and personal experiences. He speaks on the importance of understanding market trends and building relationships within the watch community. Reflecting on his journey, including his first luxury watch purchase, Getz underscores the virtues of patience and personal attachment to each watch. His insights offer a practical guide to developing a meaningful and financially sound collection. The episode explores personal connection, the artistry of watchmaking, and strategic investment. The contrast between Spitz's focus on emotional aspects and Getz's market-oriented perspective enriches the discussion, providing a comprehensive understanding of the emotional resonance and practicalities of collecting luxury timepieces. For those starting in luxury watches, the episode provides valuable strategies. Investing in watches with personal significance, understanding market trends, and building community relationships are key. These strategies are applicable to both novices and seasoned investors, guiding the creation of a fulfilling and prudent collection. In summary, episode 17 masterfully intertwines watchmaking art with savvy investment strategies, illuminated by Spitz's and Getz's insights. It's a testament to the rich emotional tapestry and financial acumen in luxury watch collecting. Listeners, explore further into the world of luxury watches, discovering emotional connections, artistic value, and investment potential. Share your thoughts on luxury watch collecting or your horology journey in the comments, and engage with us on social media for more captivating conversations. Whether you're an experienced collector or just beginning to explore high-end timepieces, "The Investor's Journey" offers knowledge, inspiration, and guidance in this luxurious and rewarding pursuit. Guest Profiles: Daniel A. Spitz: Daniel A. Spitz is a third-generation Master Watchmaker and former lead guitarist of the award-winning metal band Anthrax. His music is literally out of this world playing on NASA's Curiosity Rover on Mars! With Swiss and American degrees in watchmaking and micro-mechanical engineering, Dan's illustrious career includes roles as the Head Master Watchmaker of Complications Specialist for Chopard, instructor, and juror for the prestigious GPHG awards. https://danspitz.com/the-watchmaker/ Gary Getz: Gary Getz, a retired CEO of Strategos, is a prominent watch enthusiast renowned for his diverse timepiece collection, showcased on Instagram (@garyg_1) and as the "Resident Collector" on www.quillandpad.com. With expertise spanning contemporary to vintage watches, Gary is also recognized for his role on the GPHG Jury, contributing valuable insights to the watch industry. https://quillandpad.com/2014/02/24/introducing-resident-collector-garyg/
In Episode 16, we explore how wellness influences financial success, offering a holistic view of this vital relationship. Our panelists, Michelle Seger, Mike Taylor, Toby Amidor, and Manisha Thakor, bring a wealth of knowledge from their respective fields, providing insights into the strategic importance of health as an investment in both personal vitality and financial acumen. Segments Segment 1: Balancing Health and Wealth: Strategies for a Prosperous Life Discover the profound impact of physical well-being on your financial future. We discuss the importance of health as a strategic investment, enhancing productivity and financial acumen. Segment 2: Affordable Wellness: Mastering Self-Care Without Overspending Tackling the challenge of maintaining wellness on a budget, this segment explores various ways to achieve holistic health affordably, from home workouts to smart nutrition choices. Segment 3: Investing in Health: The Power of Preventive Care for a Brighter Future We highlight the critical role of preventive healthcare in long-term well-being and financial stability, understanding the different levels of prevention and their contributions. Segment 4: Achieving Work-Life Harmony: Effective Strategies for Balance and Burnout Prevention Explore strategies to maintain a healthy balance between work and personal life, recognizing burnout symptoms and learning prevention through self-care and managing work demands. Segment 5: Longevity and Wealth: Smart Health Investment Strategies As we live longer, understanding the evolving healthcare landscape becomes crucial for both personal health planning and investment strategies. Guest Profiles: Michelle Seger: An NIH-funded researcher with a focus on sustainable exercise adoption, Michelle Seger's innovative, brain-based approach to behavior change in eating and exercise has been widely recognized. https://michellesegar.com Mike Taylor: After a personal health crisis, Mike Taylor transitioned to managing the Simplify Health Care ETF (PINK), dedicated to the healthcare sector and supporting the Susan G. Komen foundation. https://twitter.com/Mike_Taylor1972 Toby Amidor: A renowned expert in food and nutrition, Toby Amidor is a best-selling cookbook author, providing valuable insights into nutrition and wellness. https://tobyamidornutrition.com Manisha Thakor: Founder of MoneyZen, Manisha Thakor brings over 25 years of experience in financial services, advocating for women's financial literacy and wellbeing. Join us in Episode 16 as we explore the intersection of wellness and wealth, understanding how investing in your health is a crucial component of financial planning and overall life satisfaction. https://moneyzen.com
Overview In Episode 15, we unravel the mysteries and strategies of compound interest, a fundamental concept in finance that can significantly impact your financial future. Our panel of financial experts, Helaine Olen, Jordan Grumet, Mariko Gordon, and Michael Gayed, bring a wealth of knowledge and diverse perspectives to illuminate how compound interest plays a dynamic role in wealth building. Segments Segment 1: The Magic of Compound Interest: Transforming Your Finances Discover the transformative power of compound interest and how it can exponentially grow your savings, turning small, consistent investments into substantial wealth over time. Segment 2: Grow Your Fortune: Understanding Compound Interest in Investments Explore the vast landscape of investments where compound interest works its magic. From stocks to retirement accounts, learn how to harness this power for long-term financial prosperity. Segment 3: Early Start, Greater Wealth: Harnessing Compound Interest Over Time We delve into the importance of starting your investment journey early and the astonishing effects of compound interest over time, emphasizing the significant advantage of time in growing your wealth. Segment 4: Strategic Wealth Building: Compound Interest for Life's Milestones Align your financial goals with life's milestones using the power of compound interest. Whether planning for retirement, a dream vacation, or other significant life events, we guide you through creating a personalized investment strategy. Segment 5: Navigating Compound Interest: The Investor and Borrower's Guide Learn how compound interest can be a boon for investors and a bane for borrowers. We provide strategies for both, ensuring you make the most of this powerful financial tool in your financial journey. Guest Profiles: Helaine Olen: An award-winning opinion writer and author of "Pound Foolish," Helaine Olen offers invaluable insights on financial decision-making, blending her expertise in money and society to provide a unique perspective on personal finance. http://helaineolen.com Jordan Grumet: Combining medical and financial expertise, Jordan Grumet, host of Earn & Invest and author of "Taking Stock," brings a fresh perspective on wealth, health, and living a life without regrets. https://earnandinvest.com Mariko Gordon: Founder of Daruma Capital Management and a trailblazer for women in finance, Mariko Gordon empowers women in business and finance, sharing her vast experience and insights in the financial world. https://marikogordon.com Michael Gayed: Publisher of The Lead-Lag Report and Portfolio Manager at Tidal Financial Group, Michael Gayed is known for his ETF-focused research and investment strategies, offering a treasure trove of insights for any investor. https://leadlagreport.com
Overview In Episode 13, we unlock the secrets of building wealth through real estate investment. Our expert panelists, Rich Carey, Eric Yu, Crystal Hammond, and Dustin Heiner, bring diverse experiences and perspectives to the table, guiding us through the fundamentals, strategies, and personal stories of success in real estate. Segments Segment 1: Unlocking Wealth: A Beginner's Guide to Real Estate Investment Fundamentals We start with the basics, exploring why real estate is a cornerstone of a diversified portfolio and the key factors that drive successful investments. Segment 2: Mastering Real Estate: Financial Acumen, Risk Assessment, and Due Diligence in Property Selection This segment delves into the art of property selection, emphasizing financial readiness, risk assessment, and the importance of due diligence. Segment 3: Maximizing Wealth with Rental Properties: The Ultimate Guide to Tenant Management Discover the potential of rental properties as a wealth-building tool and learn the best practices for effective tenant management. Segment 4: Unlocking the Potential of REITs: Your Guide to Real Estate Investment Trusts Demystify the concept of REITs and understand how they can play a pivotal role in your investment portfolio. Segment 5: Real Estate Investor Stories: Lessons Learned and the Human Element Hear real-life stories from successful real estate investors, learning from their experiences, challenges, and strategies for building wealth through real estate. Guest Profiles: Rich Carey: A retired military officer, Rich Carey has built a substantial real estate portfolio, owning over 20 properties debt-free. His strategic investments and management skills offer valuable insights into achieving financial independence through real estate. Eric Yu: A real estate agent and investor from Seattle, Eric specializes in house-hacking and Airbnb. His transition from a tech background to real estate investment showcases his adaptability and expertise in the field. Crystal Hammond: An engineer and multifaceted professional, Crystal Hammond is known for her dynamic approach to side hustling, including real estate investing. Her journey from Chicago to co-hosting the podcast Stacking Deeds is a testament to her versatility and entrepreneurial spirit. Dustin Heiner: Founder of Master Passive Income, Dustin Heiner is a seasoned real estate investor from Phoenix, AZ. His journey from a government job to full-time investing and achieving financial independence through rental properties is both inspiring and educational. Join us in Episode 13 as we explore the exciting world of real estate investment. Whether you're looking to start your journey or expand your portfolio, this episode is packed with valuable insights and strategies to help you build and manage your wealth through real estate. Guest Links: Rich Carey: www.youtube.com/richonmoney Eric Yu: www.instagram.com/helloericyu Crystal Hammond: www.stackingdeeds.net Dustin Heiner: www.masterpassiveincome.com
In Episode 12 of the Inspired Money Podcast's live stream series, "The Rise of the Gig Economy: Thriving in the Freelance Revolution," hosted by Andy Wang and produced by Bradley Jon Eaglefeather. In this episode, we navigate the evolving landscape of freelance work, exploring the opportunities, challenges, and ethical considerations of this burgeoning sector. Overview In Episode 12, we delve into the intricate world of the gig economy, a seismic shift redefining the traditional 9-to-5 work paradigm. Our panel of experts, Lindsey Cameron, Steve Stewart, Elaine Pofeldt, and Sergio Avedian, bring a wealth of knowledge and experience, guiding us through the financial, ethical, and technological facets of freelance work. Segments Segment 1: Exploring the Gig Economy: A Complete Guide to Freelance Work We examine the opportunities and pitfalls of the evolving labor market, offering a comprehensive guide to navigating the gig economy landscape. Segment 2: Financial Freedom for Freelancers: Mastering Budgets and Taxes in 2023 This segment equips freelancers with essential financial management skills, from tax planning to budgeting, ensuring a stable and prosperous freelance career. Segment 3: Unlocking Freelance Success: Proven Strategies for a Thriving Career Discover how to strategically position yourself in the freelance marketplace, leveraging your unique value to build a successful and fulfilling career. Segment 4: Tech-Led Gig Economy: How AI and Algorithms Shape Freelance Work Explore the symbiotic relationship between technology and the gig economy, examining how AI and algorithms are shaping the future of freelance work. Segment 5: The Gig Economy: Unpacking the Ethical and Social Dilemmas We tackle the ethical and social complexities of the gig economy, balancing innovation with worker rights and social responsibility. Guest Profiles: Lindsey Cameron: An Assistant Professor of Management at the Wharton School, University of Pennsylvania, Lindsey Cameron is a luminary in the field of gig economy research. Her work delves into the intricacies of the platform economy and algorithmic management, making her a leading voice in understanding the gig economy's human element. Steve Stewart: A transformational figure in the podcasting world, Steve Stewart transitioned from financial coaching to podcast editing, finding his true calling. His journey from consumer debt to financial literacy and entrepreneurship is a testament to the power of skill and passion. Elaine Pofeldt: An accomplished freelance writer and editor, Elaine Pofeldt specializes in entrepreneurship and small business. Author of "The Million-Dollar One-Person Business," she brings a wealth of knowledge on achieving high revenues as a freelancer. Sergio Avedian: Based in Los Angeles, Sergio Avedian is a multi-talented individual known for his advocacy in the rideshare community. His diverse skill set, from stock trading to golf instruction, makes him a fascinating addition to our panel. Join us for a transformative journey that transcends mere financial discussions, delving into the essence of modern work and personal freedom. Tune in to Episode 12 of the Inspired Money live-stream series, and let's navigate the freelance revolution together! Guest Links: Lindsey Cameron: https://www.lindseycameron.com Steve Stewart: https://stevestewart.me Elaine Pofeldt: https://www.elainepofeldt.com Sergio Avedian: https://therideshareguy.com